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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (44699)	1/3/1999 9:53:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 1575187

McMannis - Re: "If all goes well with the K7 intro where will Gateway be when Compaq, IBM, Fujitsu, Acer, HP, have "the" chip in their boxes...? " I didn't know Compaq, IBM, Fujitsu, Acer, HP, had all announced that they will use the K7 ! Please post the news articles that contain these announcements. Paul

To: Jim McMannis who wrote (44699)	1/3/1999 11:20:00 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 1575187

Jim, AMD gets support from CPQ and the others as they now see the value of a stronger second source in forcing the price of their main source down in price. Gateway is very provincial and relatively unsophisticated and only it's direct model has saved it as it has lower margins than Dell, but the closer the emulate dell the better they get. I suspect the strong force to the Dell model will make all the suppliers do this in the near future for their own survival. Stick with the channel ....die with the channel....is the mantra, IMO. Some will be able to sustain direct models and channel versions as some will stick with the channel no matter if it costs extra. The white box phenomenon will be served by many suppliers anonymously(private label). All this seems to be a good milieu for AMD to broaden it's penetration. Thses smaller account will not need the huge commitments that Dell/gateway need before they make a run of AMD inside. With IBM making the chips supply will be assured and IBM will cut prices for their parts they make for AMD apace with celeron price cuts. Bill